1. FINANCIAL SERVICES PRACTICE
Financial Services and TowerGroup
Support for Financial Services Leaders and Their Technology Partners
A View of The Corporate Executive Board 25+ Years of Experience
To drive corporate performance, senior executives at the world’s
50+ Countries Represented
leading organizations use CEB to help them and their teams with
4,800+ Participating Organizations
actionable insights, analytic tools, and advisory support.
200,000 Business Professionals
85% of the Fortune 500
70% of the FTSE 100
50% of the Dow Jones Asian Titans 50
Sales,
Financial Information Human Finance Legal and
Marketing, and
Services Technology Resources and Strategy Compliance
Communications
© 2011 The Corporate Executive Board Company. All Rights Reserved. www.executiveboard.com
CEB7394911SYN Client Site: www.executiveboard.com/financial-services

2. FINANCIAL SERVICES PRACTICE
The Corporate Executive Board’s Financial
Services Support
Serves Retail Banking Commercial Banking Wealth Management Capital Markets Insurance
Business Council on Financial Business Banking Board The VIP Forum Retirement Services
Line Leaders Competition Roundtable
and Sales/
Marketing/ www.cfc.executiveboard.com www.bbb.executiveboard.com www.vip.executiveboard.com www.rsr.executiveboard.com
Strategy
ƒƒ Channel Management ƒƒ Relationship Management ƒƒ Private Clients ƒƒ Employer-Sponsored Plans
Executives
ƒƒ Product Management ƒƒ Lending/Cash Management ƒƒ Asset Management ƒƒ Retirement Planning
ƒƒ Customer Experience ƒƒ Distribution Strategy ƒƒ Advisor Performance ƒƒ Sales Strategy
ƒƒ Branch Sales and Services ƒƒ Talent Management
COO Line Operations Council
of Business
www.oc.executiveboard.com
ƒƒ Service Fulfillment
ƒƒ Back-Office Efficiency
ƒƒ Operations Strategy
Technology TowerGroup Retail TowerGroup Commercial TowerGroup Wealth TowerGroup Capital TowerGroup Insurance
and Banking and Cards Banking and Payments Management Markets
Operations
Executives www.retailbanking.tg. www.commercialbanking.tg. www.wealthmanagement.tg. www.capitalmarkets.tg. www.insurance.tg.
and Their executiveboard.com executiveboard.com executiveboard.com executiveboard.com executiveboard.com
Partners
ƒƒ Industry and Technology ƒƒ Industry and Technology ƒƒ Industry and Technology ƒƒ Industry and Technology ƒƒ Industry and Technology
Trends Trends Trends Trends Trends
ƒƒ Product Innovation and ƒƒ Product Innovation ƒƒ Distribution and Client ƒƒ Electronic Trading ƒƒ Distribution and Customer
Technology and Technology Management ƒƒ Post-Trade Processing Service
ƒƒ Customer Analytics ƒƒ Payment Networks ƒƒ Product Servicing ƒƒ Risk and Analytics ƒƒ Life and Annuity Product
ƒƒ Risk and Regulation and Infrastructure ƒƒ Regulation Servicing
ƒƒ Customer Access Channels ƒƒ Risk and Regulation ƒƒ Property and Casualty
ƒƒ Client Management Product Servicing
and Servicing
© 2011 The Corporate Executive Board Company. All Rights Reserved. www.executiveboard.com
CEB7394911SYN Client Site: www.executiveboard.com/financial-services

3. FINANCIAL SERVICES PRACTICE
Financial Services Products and Services
Selected Access, Multichannel Support
Financial Services Research and Insights Advisory Support
Practicewide ■■ Evaluation of new issues in Financial ■■ Pool of more than 20 industry experts,
Services analysts, and researchers
350+ ■■ Profiles of innovative tactics employed ■■ Customized speaking and training
Companies by leading firms capabilities
■■ Analysis of proprietary surveys of key ■■ Personalized counsel with analysts and
client segments advisors on key issues
23,000+
Business Professionals Proven Best Practices Executive Networking
■■ Industry trend analysis ■■ On-request advice, feedback, and
priorities from peers
■■ Technology trend research
26,681 ■■ Vendor evaluation
■■ Online peer discussion group
Discussion Forum Subscribers
■■ Customized research and data
Peer Benchmarks Live and Online Learning Events
1,408
Blog Participants ■■ IT spend benchmark and forecasts ■■ Senior executive–only meetings
■■ Market forecasting and projections ■■ Staff workshops, training, and skill
development
■■ Customer trends and reporting
2,074 ■■ Productivity benchmarks for
■■ Annual FS conference
Web Visits/Month relationship managers, advisors, ■■ Monthly webinars
branch sales, and Operations
Decision and Diagnostic Tools
140+
Advisory Conversations/ ■■ Access to diagnostics and assessments
Month ■■ Vendor selection templates
■■ Employee survey and diagnostic tools
© 2011 The Corporate Executive Board Company. All Rights Reserved. www.executiveboard.com
CEB7394911SYN Client Site: www.executiveboard.com/financial-services

4. FINANCIAL SERVICES PRACTICE
Financial Services and TowerGroup
Support for Financial Services Leaders and Their Technology Partners
Helping Executives By Solving These Challenges Through These Resources In a Differentiated Solution
Focus Effort Assessing Key Performance Proven Best Practices Analyst- and Network-Based
Trends and Risks Research
Move Quickly Proven practices sourced through
Research and Insight
Benchmarking Performance exceptional industry analysts and our
Equip Teams and Plans global network
Peer Benchmarks
Act with Confidence Establishing Innovative Objective
Operating Approaches Decision and Unbiased, independent research
Diagnostic Tools
Organizing and Managing
Flexible
Critical Talent
Unbundled services allow customized
Advisory Support
Driving Alignment and offers to individuals, ranging across
Support for Change research, advisory, and networking
Live and Online events to dedicated consulting
Navigating Leadership Transitions Learning Events support
Executive Networking Cross-Functional
Perspectives from other functions
and leaders in the business
On-Demand Web Site Access
Join the World’s Most Powerful Network for Financial Services Leaders and Their Teams www.executiveboard.com/financial-services
© 2011 The Corporate Executive Board Company. All Rights Reserved. www.executiveboard.com
CEB7394911SYN Client Site: www.executiveboard.com/financial-services